Quick Pivot

From Alchemex 7.1

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Quick Pivot

The user is able to create Pivot Tables from within existing reports as and when needed. The user is able to customize Pivot Tables without leaving an existing report pack.

Within the applicable Microsoft Excel report generated from the Report Manager, access the Quick Pivot option from the Report Tools menu on the Microsoft Excel Menu bar.

Options Tab

Source Sheet Defines the sheet where the data is stored on
Source Data Defines the data source name
The field names that are available for the user to report on
Target Location for Pivot Table Specifies the location where the new sheet will be sent to
Pivot Table Name Defines the name of the new pivot report
Row Fields Dimensions that will be reported horizontally
Column Fields Dimensions that will be reported vertically
Page Fields Dimensions reported on a global level
Data Fields Aggregated measures reported within the content of the report

Click OK. The report will be created as a new sheet within the specified workbook.

Format Tab

Defines colours used within the pivot report. To access additional colour pallets, click the colour box
Restores original default colours
Sum by Default Uses the Sum Aggregation as default within the report content. If unchecked, the count aggregation is used
No Gridlines on Sheet Removes the grid lines from the sheet
Free Window Pane for Data Freezes the report headings
Zoom Sheet to  __ % Zooms the sheet to the percentage specified
Apply Number Format Changes the number format to what has been specified
Hide Blanks Hide all Blanks
Grand Total Columns Includes Grand Total for all the Columns
Grand Total Rows Includes Grand Total for all the Rows
Sub Total Row Fields Gives a Sub Total for the Row fields
Auto Sort Fields Automatically Sorts the Fields